Sales Assistant

About This Opportunity

We are representing a confidential financial services organization seeking a Sales Assistant to join their operations team in the Philippines. This is a phone-first, client-facing role where you will serve as the critical first point of contact for new leads and manage the full appointment-setting pipeline for a busy loan officer.

This is not a back-office administrative position. Your core responsibility is speed, communication, and conversion: reach every lead quickly, conduct intake calls, schedule consultations, and ensure nothing falls through the cracks. You will interact daily with prospects, clients, realtors, and business partners, representing the team with professionalism and urgency.

Responsibilities

• Contact every new lead within 4 hours of receipt with a warm, professional approach
• Conduct intake questionnaires live by phone and qualify leads for consultation
• Schedule and confirm 20+ appointments per week for the loan officer
• Confirm 100% of appointments 24 hours in advance; handle no-shows and reschedule proactively
• Send loan applications promptly and track completion through the pipeline
• Coordinate appointments with third-party partners including realtors, financial planners, title companies, and attorneys
• Manage daily inbox using prioritization frameworks; respond to all emails same-day or within 24 hours
• Own and maintain the calendar, protecting time and resolving scheduling conflicts
• Maintain lead tracking in CRM with complete accuracy on contact details and status
• Keep lead and appointment pipeline current so the team always has full visibility
• Provide daily updates on follow-ups, calls, and action items

What We're Looking For

• Excellent organizational skills and strong attention to detail
• Confident, professional phone communication skills with clear English and minimal accent
• Experience using Google Workspace (Sheets, Calendar, Gmail, Docs, Drive)
• Comfortable making outbound calls to leads, clients, and business partners
• Able to manage multiple tasks in a fast-paced environment without losing track
• Positive, professional attitude and self-motivated work style
• Reliable and able to work independently with minimal supervision
• Able to perform well under pressure and meet tight deadlines
• Experience using a CRM or lead management system
• Previous experience with a phone or dialer system
• Experience with mortgage software or loan origination systems is a plus (training provided)

How We Work with You

Candidates apply directly through Get A Job.ai. Our talent team will screen your application and conduct an initial interview. If you are a strong match, we will submit your profile to our client for consideration. Please do not attempt to contact the client directly, as all communication is managed through our recruitment process.

Pay

Pay via Get A Job.ai: ₱50,000 – ₱60,000 per month

Additional benefits provided by the client include HMO coverage on day one for the principal and two dependents, government-mandated benefits, performance-based incentives, quarterly company events, ₱1,000 de minimis allowance, and provided equipment and software.

Equal Opportunity
Get A Job.ai is committed to inclusive hiring practices and equal opportunity employment. We welcome candidates from all backgrounds to apply.